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How to Setup and Use the Project Performance Dashboard

Learn how to create and use Project Performance Dashboards with multiple projects

Updated over 2 months ago

The Org Dashboard offers a detailed Project Performance Report, summarizing the performance of selected projects.

How to Create a New Project Performance Report

  1. Click the left dropdown and select “+ Create New Report”


    Note: If this is you first time visiting the page just click “Select” next to the illustration

  2. Find the projects you wish to select from the recent listings or shared workspaces and select by clicking the checkbox


  3. Confirm your selection, name the report and click Create


How to Change an Existing Report

Updating Projects in a Report

  1. Click on the right dropdown menu and select "Edit Projects List"


  2. Find the projects you wish to display and select their check boxes, then click confirm

  3. You will be given the option to "Save Changes" to your current report or "Save As New" report

Adding and Removing Projects Without Saving

  1. Click on the right dropdown menu and select or deselect the projects from the list to exclude it from the report that individual is viewing. This will not change the Projects included in the report when you or someone else loads this report.

How to Switch Reports

Click the left dropdown and select the desired report you wish to switch to

How to Rename, Duplicate or Delete a Report

  1. Navigate to the left dropdown, hover over the report, and click the three-dot icon


  2. From the three-dot menu, choose to rename, duplicate, or delete a report


Learn more about Organization Dashboard here


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